Page 23 - Boca ViewPointe - September '19
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September 2019                                                   Viewpointe, Page 23


      Steam Through September


      With The City Of Boca Raton’s Educational Scavenger



      Hunt Geared Toward Students From Ages Five To 12



      By Hillary Reynolds                                challenged to complete one activity in each of the five categories   Boca Pediatric Group as the science partner, iPic Theaters for
                                                         of Science, Technology, Engineering, Arts and Math, whereby   technology, Grieco Mazda of Delray Beach for engineering,
         The City of Boca Raton has announced plans for a city-wide   they will receive one stamp for each. Once all stamps are   Boca Museum of Art for arts, and Team Terry Story at Keller
      scavenger hunt geared toward students from the ages of five – 12,   collected, explorers can bring their passport to any participating   Williams for mathematics.
      “STEAM Through September.”                         location by the end of the day on Friday, October 11, to claim a      Participating locations include the Children’s Science
         STEAM Through September will challenge students in the   prize and enter to win a grand prize in a drawing.  Explorium, 300 S. Military Trail; Gumbo Limbo Nature Center,
      areas of (S)cience, (T)echnology, (E)ngineering, (A)rts and (M)     While there are fees and registrations required for some   1801 N. Ocean Blvd.; the Downtown Library, 400 N.W. 2nd
      ath, while exploring some of the City of Boca Raton’s amazing   programs, there is no cost required to participate or qualify to   Avenue; and Spanish River Library, 1501 N.W. Spanish River
      exhibits, programs and places. Children will be encouraged   enter the grand prize drawing.          Blvd.
      to pick up a passport at the kick-off party, or at any of the      This year, the City of Boca Raton has partnered with      For a complete list of activities and more information about
      participating locations starting August 30. They will then be   local businesses representing each element of STEAM, with   the program, visit bit.ly/STEAMboca. 


                                                                                                                Bulletin Board





                                                                                                                            Hadassah
        Financial Planning -                           Raymond James Financial Services, Inc.                          Geula-Atid Chapter and

        It Should Be Personal                                       Arthur Rottenstein                                   L’Dor V’Dor Group
                                                                    Registered Securities Principal
          The  Manager  of  one  of  Raymond  James                 561-241-6616                              Hadassah, the Women’s
        executive  council  level  branches  credits  his           ArthurRottenstein@                     Zionist  Organization  of
                                                                    RaymondJames.com
        father, a tuxedo shop  owner in Yonkers, New                bocaratonfinancialplanner.com          America, inspires a passion
        York  for  his  success.  Arthur  Rottenstein,  a                                                  and commitment to its
        Raymond James Registered Securities Principal                                                      partnership with the land and
        serving  Boca  Raton,  learned  important  life                                                    people of Israel. It enhances the health of people worldwide
        lessons from his father, who owned the popular             Joseph Carpenito                        through its support of medical care and research at the Hadassah
        clothing  shop,  and  his  mother,  a  lifelong                                                    Medical Organization in Jerusalem. Hadassah empowers its
        advocate for the less fortunate. A survivor of the         Financial Advisor                       members and supporters, as well as youth in Israel and America,
                                                                                                           through opportunities for personal growth, education, advocacy
        Nazi Holocaust, his father’s horrific experience           561-241-6616                            and Jewish continuity.
        did not diminish his benevolence; he genuinely             Joseph.Carpenito@                          Did you know? Prof. Rivka Dresner-Pollak, director of
                                                                   raymondjames.com.
        cared about his customers and connected with                                                       Hadassah’s Endocrinology and Metabolism department, notes,
        them easily.                                           301 Yamato Road, Suite 3160                 “Modern medicine splits into different fields and requires
          Mr.  Rottenstein  began  his  lengthy  career  in       Boca Raton, FL 33431                     specialization in sub-fields, which makes it difficult for patients in
        finance  in  1982,  moved  his  practice  to  Boca                                                 need of solutions from various medical specialties. At Hadassah,
        Raton in 1991. Generally, his clients are affluent families and business owners.                   we see first and foremost the patient’s needs. Therefore, the trend
          “I keep my book of business to a manageable level. It’s all-important to me to know we provide   is to create integrated multidisciplinary clinics.”
        our clients high quality and dedicated personal service and demonstrate that we genuinely care.
        Advisors who try to work with 500 to 600 and more investors at one time can’t possibly keep up      Please join us…Membership – Susan – 561-208-1632
        with their clients’ changing financial lives and family dynamics,” says Rottenstein.                      Life Transfers – Lois Kahn – 852-8566


        Genuine Compassion, Remarkable Creativity                                                                     Save These Dates
                                                                                                             The Geula-Atid Chapter and L’Dor V’Dor
          Like father, like son, Mr. Rottenstein has instilled many of the same traits in his team. In recruiting        Group of Hadassah
        professionals to his practice, he first and foremost seeks out those who share his commitment to client
        care, like Joseph Carpenito, a young man he hired and has trained for about 10 years. “My primary
        concern is ensuring my clients will be well-served for decades and generations ahead,” he says.          WEDNESDAY, October 16, 2019, 10:30 –
          Rottenstein,  Carpenito,  and  the  rest  of  the  Boca  Raton  Financial  Planners  team  take  an     Dr. James Cassidy, health and wellness
        individualized approach to retirement planning, estate planning, money management, and more.            WEDNESDAY, November 20, 2019, 10:30 –
        As  fee-only  advisers,  they  tailor  plans  and  strategies  for  each  individual,  taking  into  account   Lynda Milito, married to the Mafia
        foreseen risks while considering the unexpected. “Each client has the advantage of our collective       WEDNESDAY, December 18, 2019, 10:30 –
        experience  and  training,”  explains  Rottenstein.  “This  collaborative  approach  allows  us  to  find   general meeting at Boca Pointe CC
                                                                                                                   WEDNESDAY, January 22, 2020 –
        creative solutions.” Rottenstein and his team also manage client accounts to help minimize tax        ANNUAL LUNCHEON and FASHION SHOW
        burdens and capitalize on market opportunities.
          The group is well respected for their work in the area of estate planning. “Creativity is key,”            Hadassah, the Womens’ Zionist
        says Rottenstein, who has worked with family owned businesses, and helped with various aspects                  Organization of America
        such as transitions, and business sales. “The use of trusts and other strategies helps ensure a
        client’s assets are passed down to heirs in accordance with the client’s wishes, while minimizing
        tax obligations to the extent possible.                                                                 Meetings 10:30 am
          Despite their focus on a manageable book of business rather than seeking high volume, Boca        Boca Pointe Country Club
        Raton Financial Planners is ranked in the top 23 percent of Raymond James branches nationwide              3  Wednesday
                                                                                                                    rd
        as of April 2019 and Mr. Rottenstein was included in the Executive Council* of Raymond James               of the month
        four out of the last five years.                                                                        Hope to see you! 

        “We’re very proud of our track record of success,” says Rottenstein. “But above all, developing
        strong client relationships and satisfaction is and will always be our priority.”


        Arthur Rottenstein is a Registered Securities Principal and Branch Manager with Raymond James Financial Services, Inc. in Boca   Stamp and Coin Club
        Raton and founder of Portfoliorepair.com. He has been managing the financial affairs of a number of select families in South Florida
        since 1982. Please feel free to call for an appointment at (561) 241-6616 or email him at arthur.rottenstein@raymondjames.
        com. Please feel free to visit his website at bocaratonfinancialplanner.com.Securities offered through Raymond James Financial     Boca Raton Stamp & Coin Club asks you to start
        Services, Inc. Member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.  a new hobby.
                                                                                                               Visit with us at the Stratford Courts Auditorium
        *Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative   located at 6343 Via Sonrisa del Sur, off S.W. 18th
        of any one client’s experience, is not an endorsement, and is not indicative of advisors’ future performance. No fee is paid in
        exchange for this award/rating. Investing involves risk and investors may incur a profit or a loss. This material is being provided for   Street, between Powerline Road and Military Trail.
        information purposes only and is not a complete description, nor is it a recommendation. Any opinions are those of the author and     We meet the second and fourth Thursday each month
        not necessarily those of Raymond James. You should discuss any tax or legal matters with the appropriate professional.  at 7 p.m. Please call membership coordinator Harvey
                                               As Seen In Kiplinger’s                                        Golinger at (561) 752-4922. 
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